5i Research Inc.

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Markets. Trump still has a twitter account and the economic agenda is not moving forward still. If there is a time you are not worried, then you should sell everything. What will scare people, are surprise interest rate rises and that is probably not going to happen. Corporate earnings are doing okay. Canada is doing okay. You never know when inflation is going to show up. Metal prices are doing quite well. There are some bets being made for future inflation. We are just not quite there yet. The TSX really needs to pick up speed. It has been a loser this year. He says to forget the TSX and just have a lot of sector representation. Don’t ignore the sectors that are doing poorly.

It is going through a dynamic process. They sold the bottling division and are focusing on coffee, water and tea. There has been a lot of consolidation in those businesses. Their debt is going down. The strategy shift is exactly what they needed to do. Don’t rush, but as the balance sheet improves they will do better.

He likes the company, more this week than the week before. This quarter they came out with their first profit ever. Now they can move their backlog through the revenue stream. The execution risk is [almost] over. Municipalities have money to refresh their fleets.

The stock is quite viable after the decline. The US comparable names are not doing too well. They have a near monopoly in Canada and they are diversifying. A really good movie slate could really change things for the company. It has a nice dividend and is more of an income stock than a growth stock at present. There is no rush here. Movies themselves are a social event. They are all about 15 teenagers going to the movies. Investors see it as a dying industry so the multiple doesn’t get pushed up.

It has a great balance sheet. They supply IT professionals to governments. It went on a tear after doing nothing for 5 years. The valuation is low and business is very stable. Treat it as an income stock. They keep buying back stock. It is not a bad little company.

He does not follow the banks too closely. This one has always been the cheap bank on the street. He prefers TD-T and BNS-T much better for international operations. CM-T has almost blown it a couple of times in history.

The growth trajectory is pretty big. You have the shift to more healthy food. The stock did not do that well after it went public, but the underlying business is pretty good. A couple of years from now you will see a lot more stores than people are expecting. They did what they said they would do. It is a 5 to 10 year story.

It is a company invented by bankers. They take a collection of companies and package up the stocks and sell out preferred shares and capital shares. They sell call options to enhance the yield. They have to maintain a certain net asset value. The preferred shareholders are protected. You may suddenly get no yield some quarters. The fees and the risk are also high, as well as the yield.

(Top Pick Nov 2/16, Up 44.16%) They signed a deal with Ontario to create casinos in Ontario. They want to develop the Woodbine site. It sets up growth potential going forward. He likes it more now than a year ago.

Business is pretty good and growth is impressive. It is priced at 9 times earnings. Investors don’t believe the growth or think the improving economy will work against them. Investors should pay more attention to it. (Analysts’ target: $40.00).

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